A complete list of active advisors currently associated with Reckard CPA Advisors, LLC

Warmer can help you find a great advisor at Reckard CPA Advisors, LLC or one who fits your needs even better.

Reckard CPA Advisors evaluates clients’ financial situations to determine whether they are an appropriate fit for a referral to Atlas Capital Management Corp’s proprietary investment advisory service. The firm is affiliated with Reckard CPA Group and provides tax planning support as well as insurance and annuity product sales, and it does not act as a custodian or accept commissions for client transactions. Rather than offering portfolio management or discretionary investment services itself, Reckard refers eligible clients to Atlas Capital, where clients engage Atlas under a separate Investment Advisory Agreement and assets are held with independent custodians. Reckard states it will continue to evaluate the value provided by Atlas Capital’s strategies but does not have custody of client assets or authority to vote client securities. What is distinctive about the firm is its combination of accounting and insurance activities with a primary role as a referral source to a third‑party investment manager, a structure that is uncommon among independent advisors. The firm’s compensation comes from client-paid referral fees through Atlas Capital rather than direct percentage‑of‑AUM billing by Reckard, and it reports no soft‑dollar arrangements.

To learn more about the advisors currently working at Reckard CPA Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.